Cross Border Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$499

“One-Time Consultation (Discovery Meeting) Clients may engage CBWA for a single one-time 90-minute consultation at a flat fee of $499.”

Annual fee

$50,000/yr

“The total ongoing advisory fee charged to a household will not exceed $50,000 per year, however large the household's assets become.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cross Border Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and may vary based on complexity, scope of services, and client circumstances.”
• “The annual advisory fee is billed quarterly as described under "Billing Method and Timing" below.”
• “The ceiling does not apply to the one-time initial engagement fee, to the One-Time Consultation fee, or to third-party costs described in this Item 5, including any tax-preparation invoice amount for which the Client is responsible above the limit CBWA pays.”

How Cross Border Wealth Advisors’ fees compare

• Its flat or project fee of $499 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 68 other planners in San Diego that publish a flat or project fee charge less.
• Its annual fee of $50,000 is above the California median of $6,250. 97% of the 224 other California planners that publish an annual fee charge less.
• 20 of the 21 other planners in San Diego that publish an annual fee charge less.

About Cross Border Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$15,000 minimum fee (stated in brochure)

Clients

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$33,413,383

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309890

Website

cbwealthadvisors.com (opens in new tab)

Phone

(858) 867-3160

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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